---
title: "Generated Document Packages"
slug: "generated-document-packages-1-1"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/generated-document-packages-1-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generated Document Packages

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Generated Document Packages**

*Document Templates: Generation/Merging › Generated Document Packages*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Every record's **Attachments & Templates** tab includes a **Merged Document Templates** section with its own **Saved documents** list. The list shows each document package previously generated for that record with its Package name, Type (Document Package or Third Party Paper), a Files count, and Created date/author, along with row actions to manage signatures, approvals, files, and downloads. Packages currently routed for signature are flagged with an "**Active Signature Process**" badge.

Document packages are generated and reviewed directly from each record's own details page — Contracts, Requests, Employees, Vendors/Customers, and (where licensed) Solicitations and Purchase Orders — without separate navigation.

# 2. Key Elements

- Every record's **Attachments & Templates** tab has its own **Merged Document Templates** > **Saved documents** list.
- Each saved package shows **Package** (name), **Type**, **Files** count, and **Created** date/author.
- Each row offers **Signatures**, **Manage**, **Download**, **Files**, and **Approvals** actions.
- Clicking a package's **Files** badge opens a **Files in this package** panel where individual files can be downloaded, read, attached to the record, replaced, or added.
- A package currently routed for signature is flagged with an "**Active Signature Process**" badge.
- Available the same way across supported record types (Contracts, Requests, Employees, Vendors/Customers, and licensed Solicitations/Purchase Orders modules), centralized on each record's own page.

# 3. Navigating to a Record's Saved Documents

The steps below use a contract as the example. Other record types follow the same pattern from their own module.

1. From the Contract Insight homepage, hover over the **Requests/Contracts** icon in the left navigation bar and select **Contracts**.

![Requests/Contracts menu in the left navigation with Contracts highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-contracts-menu(1).png)

1. Locate the contract — use the **Search** box if needed — and click **Manage** on its row.

![Contracts list with the Search box and a Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-contracts-list(1).png)

1. On the contract's record page, click the **Attachments & Templates** tab.

![Contract record page with the Attachments & Templates tab highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-contract-record-tabs(1).png)

1. Scroll past **Files / Attachments** to the **Merged Document Templates** section. The **Saved documents** list appears below the **Template** picker, with a count of the record's saved packages.

![Merged Document Templates section showing the Saved documents list with row actions, Package, Type, Files, and Created highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-saved-documents.png)

**Note:** To create a new package from this section, choose a template in the **Template** picker and click **Generate & Save**. See *Generate New Document Package* for full steps.

# 4. Understanding the Saved Documents List

## 4a. Columns

| Column | What It Shows |
| --- | --- |
| **Actions** | Row actions for the package (see Section 4b). |
| **Package** | The package name. Click it to read the package's document in the viewer. |
| **Type** | Document Package or Third Party Paper. |
| **Files** | A badge with the number of files in the package. Click it to show the package's files (see Section 5). |
| **Created** | The date and time the package was generated and who generated it. |

Use **Show** at the bottom of the list to change how many packages display per page.

## 4b. Row Actions

| Action | What It Does |
| --- | --- |
| **Signatures** | Opens the package's electronic signature process. See *E-Signature Processing*. |
| **Manage** (gear icon) | Opens the package for management. See *Manage Generated Document Package*. |
| **Download** (download icon) | Downloads the package. |
| **Files** (folder icon) | Shows the files in the package. |
| **Approvals** (check icon) | Opens the package's electronic approval process. See *E-Approvals Processing*. |

# 5. Viewing and Downloading a Package's Files

1. Navigate to the record's **Saved documents** list (see Section 3).
2. Click the **Files** badge on the package's row. The **Files in this package** panel opens beneath the row.
3. For each file in the package, use:
  - **Download** to download the file.
  - The **eye** icon to read the file in the viewer.
  - The **paperclip** icon to attach the file to the record.
  - The **upload** icon to replace the file with a newer version.
4. Click **Add a file** to add another file to the package (up to 50 MB each).
5. Click **×** to close the panel.

![Files in this package panel with Download, read, attach, replace, and Add a file highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-files-in-package.png)

# 6. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a record's saved packages | Open the record → **Attachments & Templates** tab → **Merged Document Templates** → **Saved documents**. |
| Open a contract | Left navigation → **Requests/Contracts** → **Contracts** → **Manage** on the contract's row. |
| Generate a new package | **Template** picker → choose a template → **Generate & Save**. |
| Read a package | Click the package name in the **Package** column. |
| Download a package | **Download** icon in the package's **Actions**. |
| View, download, or replace a package's files | Click the **Files** badge → **Files in this package** panel. |
| Add a file to a package | **Files** badge → **Add a file**. |
| Manage signatures or approvals | **Signatures** button or **Approvals** icon in the package's **Actions**. |
| Manage the package | **Manage** (gear) icon in the package's **Actions**. |